Manage Related File Categories

Overview

This tool provided by Zift provides a simple way to add new file categories and to manage and edit existing file categories.

Before You Begin

Login to PRM Admin with adminTask Level 1 rights or greater. 

How to Add a New File Category

1. Navigate to Administration > Admin Tools.
2. Click the Related File Category button. 
3. Ensure that the Create a new Category option is selected in the second list.
   
   
4. Enter the required information as demonstrated below. 
   
   
5. Click Add this record. The File Category ID is generated when the record is saved.

How to Edit a File Category

1. Ensure that the category you want to edit is selected in the second list.
   
   
2. The category's currently saved information will be displayed. 
3. Make the necessary changes to the category.
   
   
4. Click Update this record.